Gartner Research

UBS Wealth Management Quickly Achieves Real-Time Efficiency

Published: 09 March 2005

ID: G00128463

Analyst(s): David Furlonger , Frank W.G.M. de Bruijn


UBS implemented a new accounting and reporting system which allows it to process better quality accounting cheaper and quicker, and allows the bank to react to market developments faster and more cost effectively, while monitoring its strategic path. This Case Study reviews the decision process, implementation steps and the positive impact on UBS.

Table Of Contents
  • Overview
  • Predictions
  • Situation
  • Discoveries
    • Why UBS needed a new IT infrastructure and system
    • How GEAR works
    • Centralized accounting logic is important to success
    • UBS breaks new ground with GEAR
    • Why it worked and the lessons learned
  • Recommendations
  • Methodology

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